Harvey W Kline Trust Fbo St Mary's Ucc

HERSHEY, PA EIN: 25-6912261

Harvey W Kline Trust Fbo St Mary's Ucc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HERSHEY, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $584K in total assets. In 2024, it awarded 1 grants totaling $26K. Net investment income was $42K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$584K

+2.4% YoY

Annual Giving

$26K

-22.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$26K

-22.7% YoY

Under IRS private-foundation payout rules, Harvey W Kline Trust Fbo St Mary's Ucc reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.

About Harvey W Kline Trust Fbo St Mary's Ucc

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maryland $142K (100%)

States

Maryland

Cities

Westminster

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$583,877	$570,051	$572,650
Revenue	$47,744	$37,529	$13,961
Expenses	$33,918	$40,128	$40,409
Qualifying Distributions	$27,977	$35,386	$35,436
Net Investment Income	$42,139	$32,787	$8,627
Distributable Amount	$31,148	$28,934	$30,089

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Mary's Ucc Church ($25,500).

Recipient	Purpose	Amount
ST MARY'S UCC CHURCH WESTMINSTER, MD	RELIGIOUS	$25,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BRYN MAWR TRUST COMPANY	TRUSTEE	2	$6,386

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Harvey W Kline Trust Fbo St Mary's Ucc?

Harvey W Kline Trust Fbo St Mary's Ucc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HERSHEY, PA. It holds $584K in total assets as of 2024.

How large is Harvey W Kline Trust Fbo St Mary's Ucc?

As of 2024, Harvey W Kline Trust Fbo St Mary's Ucc holds $584K in total assets with $48K in annual revenue. It awarded 1 grants totaling $26K in 2024.

Where does Harvey W Kline Trust Fbo St Mary's Ucc operate?

Harvey W Kline Trust Fbo St Mary's Ucc has awarded grants in Maryland.

What size grants does Harvey W Kline Trust Fbo St Mary's Ucc award?

In 2024, Harvey W Kline Trust Fbo St Mary's Ucc awarded 1 grants totaling $26K — an average of about $26K per grant, based on its IRS Form 990 filings.

How much is Harvey W Kline Trust Fbo St Mary's Ucc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Harvey W Kline Trust Fbo St Mary's Ucc reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Harvey W Kline Trust Fbo St Mary's Ucc's EIN?

Harvey W Kline Trust Fbo St Mary's Ucc's EIN (Employer Identification Number) is 25-6912261. IRS Form 990 filing data is available on this page for 2020–2024.